Blackstone Commodity Group is a leading investment firm specializing in commodities and alternative assets. With a focus on gold, precious metals, cryptocurrencies, and real estate, the company offers a diversified approach to investing.   Leveraging over 50 years of combined experience in trading global markets, Blackstone Commodity Group provides clients with secure and accessible opportunities to invest in physical assets. Their expertise extends to market analysis, helping clients make informed decisions and capitalize on potential gains.

advanced PropTech innovation, and rigorous ESG stewardship. We specialize in identifying underperforming commercial assets and strategically revitalizing them into high-yielding, future-proof premium properties that deliver exceptional long-term value to institutional investors, tier-one tenants, and local communities. By integrating artificial intelligence, Internet of Things sensor networks, and digital twin technology, we deploy smart building platforms that optimize operational efficiency, reduce overhead expenses, and enable precise predictive maintenance. Concurrently, our environmental commitment shapes our green retrofitting initiatives. We introduce high-efficiency climate systems, localized solar microgrids, and smart EV charging infrastructures to secure prestigious international sustainability certifications including LEED, WELL, and BREEAM. This dual-focus investment methodology successfully mitigates escalating regulatory climate risks and slashes corporate carbon taxes.

Joe is a Managing Director and Principal at Robertson Stephens, bringing over 40 years of experience in wealth management, financial planning, tax strategy, and investment advisory services. A former Big 4 CPA and founder of Lifeguard Wealth, Joe specializes in helping high-net-worth individuals and families build, preserve, and transfer wealth through personalized financial planning, retirement planning, estate planning, and risk management. As a Registered Life Planner®, Joe integrates life planning with financial strategy, helping clients align their wealth with their personal values, goals, and long-term aspirations through a fiduciary, holistic approach.

At Benchmark Wealth Advisors we passionately believe in developing successful, long-term personal relationships with our clients. By taking the time to gain a deep understanding of the unique requirements of each individual, and by providing advice on a one-to-one basis, we are able to formulate bespoke wealth strategies and solutions for both your current and future needs. Benchmark provides comprehensive wealth management services with a specialization in retirement income distribution and wealth accumulation. Benchmark expands beyond the standard level of financial advice by incorporating investment portfolios based on Nobel Prize-winning research and the firm’s portfolio construction and downside hedging process are second to none. We utilize empirically driven financial planning best practices into a singular strategy to best address client needs and goals. Benchmark is a fee-only CA Registered Investment Advisor (RIA). As a company we were formed on the basis of one fundamental value, service. Our high standards of client care backed by award winning office technology and dedicated support staff ensures you will receive an ongoing personal service that will allow you to adapt to meet your ever changing financial circumstances and take advantage of opportunities as they arise. Our commitment to meeting your financial goals is a long term one; we tailor our services and solutions according to your needs and aim to ensure the arrangements we put in place are flexible and can adapt to your changing goals and priorities. In an increasingly complex financial arena we provide clients with comprehensive, clear advice and guidance on a full range of solutions.

Robertson Stephens San Ramon provides comprehensive wealth management and financial planning services for individuals, families, business owners, and clients approaching or in retirement. Our fiduciary advisors specialize in investment management, portfolio management, retirement distribution planning, estate planning, and tax-efficient wealth strategies designed to help clients preserve and grow wealth across generations. With a hands-on, highly personalized approach, our experienced team helps clients navigate complex financial decisions, stay informed on tax and market developments, and build strategies aligned with their long-term goals and legacy planning needs.

Robertson Stephens Burlingame provides comprehensive wealth management and financial planning services for individuals, families, business owners, and clients approaching or in retirement. Our fiduciary advisors specialize in investment management, portfolio management, retirement distribution planning, estate planning, and tax-efficient wealth strategies designed to help clients preserve and grow wealth across generations. With a hands-on, highly personalized approach, our experienced team helps clients navigate complex financial decisions, stay informed on tax and market developments, and build strategies aligned with their long-term goals and legacy planning needs.

Benefits of a Matrix Managed Account • PROTECT YOUR MONEY & provide you with the BEST CONSISTENT PERFORMANCE in any market. • I don't make money unless YOU do! Your account value must be ABOVE the previous highest account value or there is no managed fee. • Your best interest is also my best interest ! As a completely independent investment manager there is absolutely no conflict of interest. • WEALTH PRESERVATION - When investment risk is high & stocks indexes begin to plummet, we go into cash !! • STRATEGY - Invest in the current BEST PERFORMING Stocks & ETF's [Stock Sectors] • PROFIT PROTECTION - Maintain programmed Stop-loss positions to PROTECT PROFITS & Minimize Losses. • DEDICATED MANAGEMENT - All accounts are individually managed on a daily basis. I personally answer your phone calls. • TRUST & CONFIDENCE - All investment accounts are maintained in YOUR NAME at TD Ameritrade. You can access your accounts online at anytime. As your authorized manager, I have no access to your account other than to manage your investments. • MANAGED ACCOUNT SUMMARIES - In addition to TD Ameritrade monthly statements, you will receive quarterly Matrix Managed Accounts Reports that feature easy to understand Managed Account Summaries.

Cobalt Capital is a multi-stage investment firm that partners with the next generation of digital content, technology, consumer, and lifestyle businesses. Through the firm's deep roots in culture and consumer experience investing, Cobalt cultivates meaningful partnerships with entrepreneurs and business leaders creating strategic value for investors.

Knott Properties is a Sunbelt-focused real estate investment company U.S. investors trust. Our firm makes it easy to invest in real estate online. We help you invest in property that builds wealth through strategic acquisitions and expert management. From real estate portfolio management to financial planning for real estate investments, our team delivers strategies that drive long-term value. Our capital raising for property investments and real estate asset management solutions help investors scale efficiently. Additionally, our investment strategy and advisory services can provide the roadmap for sustainable growth. Through our experience in real estate development and funding, we discover high-potential opportunities and turn them into profitable assets. Let’s find your next investment together.